- Morgan Stanley (Menlo Park, CA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *California-Menlo Park* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Santa Clara, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… more
- Morgan Stanley (Burlingame, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate ** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Menlo Park, CA)
- …the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team ... *POSITION SUMMARY:* The Wealth Management Associate is...campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …consideration for this opportunity. Join our client , a thriving advisory and wealth management firm boasting approximately $5 billion in assets under ... management , as an Associate Tax ...portfolio accounting and performance reporting system. + Help execute client recommendations. + Create financial projections using advanced Excel… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …this opportunity. Become a part of our client 's team, a prosperous advisory and wealth management firm with nearly $5 billion in managed assets, as an ... Associate Tax Wealth Advisor located in Menlo...performance reporting procedures. + Assisting in the execution of client recommendations. + Developing financial projections using advanced Excel… more
- Citizens (Menlo Park, CA)
- …Clarfeld's team of CFAs, CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate tax planning, ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are...High Net and Ultra High Net Worth Strategies and Client Management + Effectively communicate with all… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client is dedicated ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...to clients. Key Responsibilities: + Collaborate closely with the Wealth Advisory team to fulfill client service… more
- Bank of America (San Jose, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... member of the market leadership team and manages the Wealth Management Client Associates, Operations...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- KPMG (Santa Clara, CA)
- …Institute of Architects, or other professional certification is preferred + Demonstrated client coordination and subcontractor management for full life cycle ... **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 13 **Function:** Advisory **Area of… more